Date: October 19 – 20, 2023 · Time: 7:30 AM on October 19 through 12 PM on October 20 Location: Kansas City, MO
Your annual fund is the foundation which supports the rest of your development program. It should help expand the base of friends, prospects, and donors who will give the majority of current and future gifts to your institution. And it should be the pipeline for your institution’s future major giving and planned giving donors. It seems that each year, annual fund leaders are asked to raise more money, increase the number of donors, and do more to support the major and planned giving programs of their institutions.
No pressure, right?
Join the Gonser Gerber Institute for this two-day workshop designed for annual fund directors, managers and coordinators. In an era of increasing expectations, our expert faculty will provide you with the opportunity to learn the skills and new thinking required to optimize your annual fund results. Our workshop will cover the following topics:
- Role, Scope and Purpose of the Annual Fund
- Planning the Annual Fund
- Case Statement: A Requirement for Success
- Identifying and Cultivating Major Donors for the Annual Fund
- Annual Fund Solicitations
- Direct Mail Planning and Performance
- Effective Phonathon Campaigns
- Engaging Volunteers in Your Annual Fund
- Communicating the Annual Fund
- Day of Giving, Text to Give and other Advances in Annual Fund
- Donor Recognition and Stewardship
This Gonser Gerber Institute workshop will allow you and your team the opportunity to work with experienced faculty, learn from your peers, and develop work plans that will help you do your job better. Join us for this program to learn new strategies and approaches, explore best practices, and enhance your program.
Who Should Attend
This workshop is designed for team members who are currently leading, planning or working on their institutions annual giving plans and program. This could include annual fund directors or coordinators, gift officers, directors of development, advancement leaders and other members of your team.
This program is offered concurrently with our Major Gifts A – Z Workshop. The overlapping of these two workshops will include sharing meals, speakers, and staff. This will give participants of both programs the opportunity to hear from more Gonser Gerber consultants as well as allow for greater networking with peers, gift officers, and annual fund staff, something that is critical to the success of any advancement program.
Registration and Hotel Information:
Gonser Gerber Institute workshops cost $995 per registration, $895 for each additional registration from the same institution (for this workshop or the concurrent workshop “Major Gifts A – Z”). Current clients of Gonser Gerber receive a discounted fee of $795 per registrant. This fee includes breakfast both days of the workshop and lunch on Thursday. The workshop will take place at the Westin Kansas City Crown Center. A limited number of rooms have been secured at the rate of $189 a night. Reservations must be made by September 20, 2023. Check out our hotel fact sheet for more information and details.
M. Jane Eaves, Gonser Gerber partner, provides comprehensive consulting services to colleges, universities, independent and Catholic schools, religious orders, major university alumni associations, health care institutions, and cultural organizations. An active speaker and lecturer with more than 30 years of development experience, Ms. Eaves has spoken on topics such as major gifts, emerging trends in annual giving, development planning, and planned giving.
Dr. Chad Jolly, Gonser Gerber partner, has been serving the field of education and the nonprofit sector for more than 25 years. His consulting practice focuses on colleges, universities, schools, healthcare organizations, and other nonprofit organizations seeking to systematically strengthen their advancement efforts. Before joining Gonser Gerber, Dr. Jolly served as the Vice President for Institutional Advancement at William Jewell College in Kansas City. In addition to serving his clients, he is a frequent presenter at Advancement and related conferences and professional meetings throughout the U.S.
Kent Huyser, partner at Gonser Gerber, has more than 17 years of experience in non-profit and advancement leadership. Prior to joining Gonser Gerber, he worked in Advancement leadership positions in three different institutions of higher education in the Kansas City metropolitan area (William Jewell College, University of Missouri-Kansas City, and Metropolitan Community College, Kansas City).